Historical position

Cathie Wood’s Rockwell Automation Inc (ROK) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

ARK Investment ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares3.41KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

ARK Investment Management first reported Rockwell Automation Inc in Q4 2016. The reported position was increased across later filings. Verified positive position history runs through Q2 2017. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2017
Sold the entire position−3.41K shares · No shares reported at quarter-end
Q2 2017
Bought 48.2% more+1.11K shares · 3.41K shares reported after the change
Filing context

Quarter-end price $161.92 · Estimated holding basis $143.43

Q1 2017
New position+2.30K shares · 2.30K shares reported
Filing context

Quarter-end price $155.65 · Estimated holding basis $134.51

Portfolio importance

How important was Rockwell Automation Inc in ARK Investment Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q2 2017
Last reported rank#79of 109 reported positions
Peak portfolio weight0.1%Q4 2016
Best historical rank#63Q4 2016
At peak importanceQ4 2016
ROK
0.1%
Largest holding
8.9%
Cross-investor discovery

Who else owns Rockwell Automation Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
ROK0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
ROK0.0% of reported portfolio
Explore Rockwell Automation Inc across all tracked investors →
MarketInsiderLab research

Connected research on Rockwell Automation Inc

Only published MIL research mapped to the exact stock identity is shown here.

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SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$418.852026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows ARK Investment Management’s aggregated Form 13F disclosures. It is not Cathie Wood’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.